To add a participant:

  1. Go to Sign Requests.
  2. Search for and select an existing sign request or create a new one.
  3. If you are creating a new sign request, you will be prompted to add participants as the second step in the process. If you are editing an existing sign request, you can add or edit participants at any time by clicking the participant (person) icon appearing in the header of the editor.
  4. Click the checkbox next to “I’m the only signer” if you are the only signer.
  5. Enter an email address and name for each participant in the fields provided.
  6. Click “Add another participant” to add additional participant fields as needed.
  7. Leave the “Set signing order” toggled off if you want participants to complete sign requests in parallel or toggle it on if you want participants to sign sequentially, then click “Save & Next.” If you want participants to sign sequentially, drag and drop participants as applicable to establish the signing order before sending.
  8. Save your changes.